Help Those You Love: Notify Your Beneficiaries
Naming a loved one or a favorite nonprofit as a beneficiary of a life insurance policy or retirement plan assets is a heartfelt way to make a lasting impact.
The Critical Importance of Advanced Directive Planning
Life is unpredictable, and any day could bring accidents, injuries, or illnesses that leave us incapacitated and unable to make medical decisions. That’s where an advanced directive comes in.
The Benefits of Planned Giving in Your Will
You probably know a will is important for distributing your assets to the people and causes you care about, but did you know that creating one has personal benefits?
Where Is Your Will?
Do you know where your will is? More importantly, do your loved ones know?
3 Great Ways to Give From Your IRA
An IRA is an appealing way to save for retirement: Make a contribution and enjoy tax savings. But eventually, the tax bill comes due—when you take your annual distributions and again when you leave your assets to heirs.